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特斯拉三大软件创收模式-行业数据
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特斯拉三大软件创收模式
特斯拉三大软件创收模式
硅谷出身的特斯拉已证实一条软件大规模变现的可行性路径,分为 FSD 付费、软件应用商城及订阅服务三种模式:
商业模式
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图片格式:PNG
图片大小:630KB
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所属报告:
特斯拉专题研究系列三十二:车端盈利环比提升新品周期蓄势待发-241026(16页).pdf
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相关数据
2023年12月特斯拉发布OptimusGen-2
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2024-12-12
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2021年8月特斯拉展示了人形机器人TeslaBot概念
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2024-12-12
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2022年9月-2023年9月特斯拉发布OptimusGen-1并相继发布相关视频
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特斯拉人形机器人的各类核心零部件对比
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2024-12-11
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新能源车季度销量:比亚迪VS特斯拉(万辆)
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行业数据
2024-12-10
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特斯拉Roadster(2008年)
fCDovablnosgICAgICAgfCDlubTku70gfCDotYTmlpnmnaXmupAgICAgICAgfAp8LS0tLS0tLS0tLS0tfC0tLS0tLXwtLS0tLS0tLS0tLS0tLS0tfAp8IOeJueaWr+aLiSBSb2Fkc3RlciB8IDIwMDggfCDovablrrblj7fvvIzlm73kv6Hor4HliLjnu4/mtY7noJTnqbbmiYDmlbTnkIYgfAoK6LWE5paZ5p2l5rqQ77ya6L2m5a625Y+377yM5Zu95L+h6K+B5Yi457uP5rWO56CU56m25omA5pW055CG
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行业数据
2024-12-10
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特斯拉人形机器人产业链
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产业链
2024-12-09
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特斯拉中国月度交付
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行业数据
2024-12-05
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特斯拉全球交付量及增速
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行业数据
2024-12-05
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车载电源第三方供货市场份额(剔除比亚迪、特斯拉)
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竞争格局
2024-12-03
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特斯拉收入结构(按业务)
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行业数据
2024-10-28
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特斯拉太阳能装机(MW)及储能装机数据(MWH)
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行业数据
2024-10-28
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特斯拉不同车型季度产销数据(辆)
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行业数据
2024-10-28
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特斯拉2024Q3业务营收结构(亿美元)
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行业数据
2024-10-28
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《原神》月活跃用户、用户画像一览
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行业数据
2022-10-09
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最新数据
图表39.2020-2023年研发人员数量
fCDlubTku70gfCDnoJTlj5HkurrlkZjmlbDph4/vvIjkurrvvIkgfAp8LS0tLS0tfC0tLS0tLS0tLS0tLS0tLS0tLS0tLXwKfCAyMDIwIHwgNDAgICAgICAgICAgICAgICAgICB8CnwgMjAyMSB8IDYwICAgICAgICAgICAgICAgICAgfAp8IDIwMjIgfCA3MCAgICAgICAgICAgICAgICAgIHwKfCAyMDIzIHwgODAgICAgICAgICAgICAgICAgICB8CgrotYTmlpnmnaXmupDvvJrlhazlj7jlhazlkYrvvIzkuK3pk7bor4HliLg=
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行业数据
2024-12-12
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图表38.2018-2023年研发费用及其占营业收入比例
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行业数据
2024-12-12
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图表30.阿洛酮糖在我国获批所需经历流程
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2024-12-12
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图表28.阿洛酮糖的功能及作用机理梳理
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图表26.甜味剂产品分类及特性
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2024-12-12
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硅谷出身的特斯拉已证实一条软件大规模变现的可行性路径,分为 FSD 付费、软件应用商城及订阅服务三种模式:
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特斯拉专题研究系列三十二:车端盈利环比提升新品周期蓄势待发-241026(16页).pdf
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